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iShares S&P NA Tec. Semi. Idx shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in iShares S&P NA Tec. Semi. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec. Semi. Idx held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tec. Semi. Idx by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 6.0k 225.91
2023-12-31 $600k 1.0k 576.04
2023-09-30 $224k 472 473.88

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Actively Managed Etf Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Total (IXUS)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Ishares Semicdtr (SOXX)
Vanguard Wellington Us Quality (VFQY)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)

View all positions for Beacon Financial Planning

Top funds holding iShares S&P NA Tec. Semi. Idx

Susquehanna International
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Citadel Advisors
Mercer Global Advisors
Bnp Paribas Arbitrage, Snc
Wells Fargo & Company
UBS Group
Citigroup
Valiant Capital Management
LPL Financial
Global Assets Advisory
Royal Bank of Canada

View all funds holding iShares S&P NA Tec. Semi. Idx